Polymarket’s temporary makeover of a K Street bar as “The Situation Room” yielded a few notable differences from other Washington watering holes: more laptops open, more overheard conversations about cryptocurrency, and more screens—most of which were not showing sports. The New York-based prediction market announced in a March 18 thread on X that it was opening what it called “the world's first b...
Polymarket’s temporary makeover of a K Street bar as “The Situation Room” yielded a few notable differences from other Washington watering holes: more laptops open, more overheard conversations about cryptocurrency, and more screens—most of which were not showing sports. The New York-based prediction market announced in a March 18 thread on X that it was opening what it called “the world's first bar dedicated to monitoring the situation,” touting the availability of “live X feeds, flight radar, Bloomberg terminals, and Polymarket screens.” The bar would only be there for a three-day run. The reality—as reported by journalists who showed up for a press-preview event Friday night—fell vastly short of that, with power and Wi-Fi problems that left all the displays dark . Polymarket fixed the screens the next day, however, and on my own visit on Sunday afternoon, dozens of displays offered a choice of CNN, CBS, the local Fox station, FS1, and various pages on Polymarket’s site. No normal bar would have CNBC or C-SPAN on, but those networks were a logical fit for this one. Read full article Comments
Watch: Trump Arms Control Official Refuses To Confirm Israel Has Nukes In the latest indication of America's deteriorating relationship with the State of Israel, a federal legislator used a Capitol Hill hearing to ask a simple but long-forbidden question of America's top arms control official: "Does Israel have nuclear weapons?" The official repeatedly refused to say what everyone knows -- that Is...
Watch: Trump Arms Control Official Refuses To Confirm Israel Has Nukes In the latest indication of America's deteriorating relationship with the State of Israel, a federal legislator used a Capitol Hill hearing to ask a simple but long-forbidden question of America's top arms control official: "Does Israel have nuclear weapons?" The official repeatedly refused to say what everyone knows -- that Israel has hundreds of nuclear weapons. Worse, straining credulity, he told his interrogator, Texas Democratic Rep. Joaquin Castro, that "it would be outside of my purview as the arms control and arms proliferation under secretary to discuss that specific question." Castro replied, "Sir, that is a dereliction of duty." The exchange took place in a House Foreign Affairs Committee hearing on Wednesday, with Castro grilling Under Secretary of State for Arms Control Thomas G. DiNanno. Castro persisted through DiNanno's repeated dodging of the question. "The consequences, as you know, are grave. This war continues to escalate," said Castro. DiNanno also refused to say if he himself knew the answer but was not allowed to say so. We are four weeks into a war where both sides have targeted each other's nuclear facilities. We risk nuclear disaster. Yet the main Trump official on arms control refused to answer my question on Israel's nuclear capabilities and told me to ask the Israeli government. pic.twitter.com/Sxnru3EIrl — Joaquin Castro (@JoaquinCastrotx) March 25, 2026 "Tell us something -- as Congress, as the oversight body -- what is Israel's nuclear capability in terms of weapons?" asked Castro. In reply, DiNanno didn't refer Castro to US intelligence agencies, but -- compounding the insult to the committees' intelligence -- told Castro to ask "the Israeli government." "You're the main person in charge of knowing this and understanding it," said Castro. "I don't understand why this issue is so taboo, when it's a basic question, and we're in a war alongside Israel against Iran, w...
Getty Images Overview With the ongoing pullback in the market indices, it can be tricky to find a sector that will hold up through 2026. As capital flows out of the technology sector due to the rising threat of AI, I believe that capital will begin to rotate into value stocks. This is where the BlackRock Health Sciences Trust ( BME ) has the opportunity to shine. When I previously covered BME, I i...
Getty Images Overview With the ongoing pullback in the market indices, it can be tricky to find a sector that will hold up through 2026. As capital flows out of the technology sector due to the rising threat of AI, I believe that capital will begin to rotate into value stocks. This is where the BlackRock Health Sciences Trust ( BME ) has the opportunity to shine. When I previously covered BME, I issued a hold rating due to the weak NAV growth and thin dividend coverage at the time. Despite this, BME has outperformed the S&P 500 since my last coverage. The fund has released an updated annual report that also prompted me to revisit the outlook and value proposition going forward. Looking at the performance over the last twelve months, we can see that BME's share price has declined by about 2.5%. The fund has been able to provide some protection against the market pullback over the last few weeks. When including all distributions paid out to shareholders, the total return jumps up to 5.8% over the same time frame. BME now offers investors a starting dividend yield of 8.3% and issues those payouts on a monthly basis. Data by YCharts The fund has also improved its structure since the time of my last coverage. For instance, BME is able to capture a greater level of price growth over time due to the elimination of its option writing strategy. Furthermore, the latest annual report indicates that the underlying NAV has increased over the last year, indicating some improvements in its portfolio efficiency. Fund Strategy: Who is BME For? According to the latest fund overview , BME has total net assets of $518.2M that are spread across 164 different positions. The fund has a management fee of 1% of assets, which is high but may be worth it for investors seeking a high yield. As implied by the name of the fund, BME aims to provide attractive total returns through its diverse portfolio of health care positions. The fund puts an emphasis on a high rate of distributions, so the fun...
On Thursday, Advanced Micro Devices, Inc. CEO Lisa Su hosted Commerce Secretary Howard Lutnick for a key discussion with industry leaders. US Doubles Down On Semiconductor Leadership Taking to X, the U.S. Commerce Department said that Lutnick met leaders from the Semiconductor Industry Association. "The American tech stack is the gold standard," the Commerce Department wrote, noting U.S. firms dom...
On Thursday, Advanced Micro Devices, Inc. CEO Lisa Su hosted Commerce Secretary Howard Lutnick for a key discussion with industry leaders. US Doubles Down On Semiconductor Leadership Taking to X, the U.S. Commerce Department said that Lutnick met leaders from the Semiconductor Industry Association. "The American tech stack is the gold standard," the Commerce Department wrote, noting U.S. firms dominate high-value segments such as chip architecture and AI compute. Secretary Lutnick met with leade
Lisa Su Hosts Howard Lutnick As Commerce Department Highlights 'Gold Standard' American Tech Stack: AMD CEO Appreciates The 'Open Dialogue' Yahoo Finance
Lisa Su Hosts Howard Lutnick As Commerce Department Highlights 'Gold Standard' American Tech Stack: AMD CEO Appreciates The 'Open Dialogue' Yahoo Finance
Lisa Su Hosts Howard Lutnick As Commerce Department Highlights 'Gold Standard' American Tech Stack: AMD CEO Appreciates The 'Open Dialogue' finance.yahoo.com
Lisa Su Hosts Howard Lutnick As Commerce Department Highlights 'Gold Standard' American Tech Stack: AMD CEO Appreciates The 'Open Dialogue' finance.yahoo.com
kynny/iStock via Getty Images This article is a continuation of coverage for Fabrinet ( FN ), which I initiated coverage on in November 2025 . Refer to that article for Fabrinet's company background information. The stock increased 20% since then as compared to the S&P 500's ( SPY ) loss of 6% over the same period. I've been impressed with Fabrinet's strong revenue and earnings growth. FN's Q2 202...
kynny/iStock via Getty Images This article is a continuation of coverage for Fabrinet ( FN ), which I initiated coverage on in November 2025 . Refer to that article for Fabrinet's company background information. The stock increased 20% since then as compared to the S&P 500's ( SPY ) loss of 6% over the same period. I've been impressed with Fabrinet's strong revenue and earnings growth. FN's Q2 2026 earnings results demonstrate this strong growth. The main issue that I have for Fabrinet is that the valuation and the stock's technical level are lofty. This could lead to underperformance for the stock in the near term. Takeaways From Q2 2026 Earnings Report Fabrinet demonstrated strong growth in Q2 2026 . Revenue increased 36% YoY to $1.13 billion. That was the fastest growth that Fabrinet had since its IPO 15 years ago. The company set a record for non-GAAP EPS of $3.36, which was 29% higher than the $2.61 from Q2 2025 . FN's total revenue for Q2 was driven by these impressive gains: Business YoY Q2 Revenue Increase Optical Communications 29% Telecom 59% Non-optical Communications 61% Industrial Laser 10% Automotive 12% Datacom Declined 7% YoY Click to enlarge Source: Fabrinet Q2 2026 Earnings Call Transcript All of Fabrinet's businesses experienced a strong increase with the exception of Datacom. The good news for Datacom is that its revenue did increase 2% sequentially over Q1 2026. The large gain in Telecom marked a new revenue record. This was driven by a 42% YoY increase in DCI revenue within the Telecom business. The non-optical communications business had a strong boost from high-performance computing [HPC] revenue of $86 million for Q2. Non-optical communications revenue also increased 30% sequentially from Q1. Fabrinet expects sequential growth to continue for non-optical communications. The continued sequential growth is expected as FN's 2nd and 3rd fully automated production lines get qualified. The company continues to keep its eye on new opportunities in ...
bluejayphoto/iStock via Getty Images Introduction I just came across an interesting Seeking Alpha news article titled “Investors should capitalize on current market dislocation - strategist.” As I am also a strategist who has advocated buying great stocks on weakness in this market, I obviously clicked on it. Essentially, it all boiled down to Stephanie Link, who is the chief investment strategist...
bluejayphoto/iStock via Getty Images Introduction I just came across an interesting Seeking Alpha news article titled “Investors should capitalize on current market dislocation - strategist.” As I am also a strategist who has advocated buying great stocks on weakness in this market, I obviously clicked on it. Essentially, it all boiled down to Stephanie Link, who is the chief investment strategist at Hightower, making the case that investors should “capitalize on current market dislocations” instead of waiting for clarity to emerge. That’s basically a way of saying to buy the dip. And, in general, I think it’s a great point to explain that waiting for clarity is never a good idea. Most of you will be familiar with the famous saying of Warren Buffett: "Be fearful when others are greedy and greedy when others are fearful." If you wait until clarity, odds are the market has recovered already. After all, if there’s no obvious risk anymore, why would stock prices be “low” or trade at what some may consider to be obviously undervalued prices? Stephanie Link said it quite well: The cost of selling during periods of panic can be substantial, Link emphasized, citing historical examples of dramatic recoveries. Investors who sold during COVID would have missed a 198% recovery, while those who exited during the Silicon Valley Bank crisis in 2023 would have missed a 78% rally. “If you sold last year during liberation day and that time period, you would have missed a 34% rally from the lows,” she added, noting she is focused on where prices will be one year from now. - Via Seeking Alpha. The tricky part is that all of these examples saw much steeper S&P 500 ( SP500 ) declines. Right now, the market is down less than 8% from its highs. That’s not even a correction. However, it makes sense that sentiment seems unusually weak, as technology stocks ( XLK ) are 13% below their 52-week high. Software stocks ( IGV ) have lost a third of their value. These are all popular investments, so...
In February, TrumpRx joined a growing list of websites consumers can tap for discounts on their medicines. Here's a cheat sheet for getting the best deal.
In February, TrumpRx joined a growing list of websites consumers can tap for discounts on their medicines. Here's a cheat sheet for getting the best deal.
Royal Festival Hall, London The Crouching Tiger, Hidden Dragon and Beijing Olympics composer premieres his immediately appealing choral concerto with the London Philharmonic Orchestra Whether or not you recognise the name of Chinese-born American composer Tan Dun , you have almost certainly heard his music. His score for Ang Lee’s Crouching Tiger, Hidden Dragon swept up awards in 2000. He composed...
Royal Festival Hall, London The Crouching Tiger, Hidden Dragon and Beijing Olympics composer premieres his immediately appealing choral concerto with the London Philharmonic Orchestra Whether or not you recognise the name of Chinese-born American composer Tan Dun , you have almost certainly heard his music. His score for Ang Lee’s Crouching Tiger, Hidden Dragon swept up awards in 2000. He composed the official music for the 2008 Beijing Olympics. His back catalogue includes concertos for classical megastars Yo-Yo Ma and Lang Lang, a full-length work for the Metropolitan Opera and even an Internet Symphony for Google/YouTube. No surprise, given his track record, that Tan’s Choral Concerto: Nine is immediately appealing. Commissioned to mark Beethoven’s 250th anniversary , the work demands the same orchestra-and-chorus forces as the Viennese composer’s final symphony – plus lashings of extra percussion. Conducted by Tan himself, its UK premiere saw the London Philharmonic Orchestra crammed on to an extended stage to accommodate a full battery of drums, with the combined London Philharmonic Choir and London Chinese Philharmonic Choir arrayed behind. Continue reading...
The cross-border outlicensing activities of Chinese biotech firms reached a record transaction value of US$60 billion in the first quarter of 2026, driven by multinational pharmaceutical companies’ growing appetite for the country’s promising drug candidates. The deal value represented a 73 per cent jump from the same period a year earlier, and accounted for nearly half of the total US$135.7 billi...
The cross-border outlicensing activities of Chinese biotech firms reached a record transaction value of US$60 billion in the first quarter of 2026, driven by multinational pharmaceutical companies’ growing appetite for the country’s promising drug candidates. The deal value represented a 73 per cent jump from the same period a year earlier, and accounted for nearly half of the total US$135.7 billion worth of agreements signed throughout 2025, the National Medical Products Administration (NMPA)...
Brent crude jumps 51% since start of March and gold suffers fifth-largest monthly fall in 50 years Middle East crisis – latest updates The Brent crude oil price is on track for its biggest monthly gain on record in March after the Iran war caused mayhem in the markets. Brent crude, the international benchmark, has climbed by 51% since the start of March, LSEG data shows, beating the previous month...
Brent crude jumps 51% since start of March and gold suffers fifth-largest monthly fall in 50 years Middle East crisis – latest updates The Brent crude oil price is on track for its biggest monthly gain on record in March after the Iran war caused mayhem in the markets. Brent crude, the international benchmark, has climbed by 51% since the start of March, LSEG data shows, beating the previous monthly record of 46% in September 1990 after Saddam Hussein invaded Kuwait, leading to the first Gulf war. Continue reading...
Telecom Italia SpA said it won’t renew a mobile-phone tower agreement with Inwit SpA that would have extended the contract through 2038. The phone operator’s board met on Sunday and decided it won’t extend the current contract once it expires in August 2030, the company said in a statement on Sunday. The decision leaves Telecom Italia without a new long-term tower arrangement. French private equit...
Telecom Italia SpA said it won’t renew a mobile-phone tower agreement with Inwit SpA that would have extended the contract through 2038. The phone operator’s board met on Sunday and decided it won’t extend the current contract once it expires in August 2030, the company said in a statement on Sunday. The decision leaves Telecom Italia without a new long-term tower arrangement. French private equity firm Ardian SAS had warned Telecom Italia that any early withdrawal from its cell-tower contract with Milan-based Inwit would breach the terms underpinning the firm’s investment in Inwit, according to a letter dated March 27 sent to Telecom Italia that was reviewed by Bloomberg. Ardian owns about 32% of Inwit via Daphne 3 SpA . Read more: Ardian Warns Telecom Italia About Early Tower Contract Exit “The decision is part of the company’s ongoing effort to optimize its infrastructure cost base,” Italy’s former phone monopoly also said. It’ll now enter negotiations with Inwit for a multi-year migration plan ensuring operational continuity. Carriers have been seeking to lower the cost of existing infrastructure and redirect spending toward 5G and new sites. Fastweb + Vodafone said Wednesday it had given notice to terminate its master service agreement with Inwit at the end of March 2028. For Telecom Italia, the current agreement is worth about €2 billion ($2.3 billion) from 2026 through 2030, Bloomberg previously reported . Inwit, a company that operates wireless infrastructure, gets most of its revenue from Telecom Italia and Swisscom AG ’s Fastweb + Vodafone business.
ErikMandre/iStock via Getty Images Introduction Death, taxes, and retail traders buying the dip. Those used to be the only certainties in life. Throughout 2025, even when institutional investors were feeling sheepish, day traders could be relied upon to step in and backstop a sell-off. Dip-buying basically became their identity. A year-end review from JPMorgan found that - in their most active yea...
ErikMandre/iStock via Getty Images Introduction Death, taxes, and retail traders buying the dip. Those used to be the only certainties in life. Throughout 2025, even when institutional investors were feeling sheepish, day traders could be relied upon to step in and backstop a sell-off. Dip-buying basically became their identity. A year-end review from JPMorgan found that - in their most active year to date - retail investors amassed 75% of their positions during buy-the-dip episodes. Not this time. In fact, JPMorgan found that retail traders were net sellers of stocks for the first time in nine months. What a heel turn! They didn't buy the dip … they sold the rip." ~ Joe Ciolli, Business Insider, March 2026 Timing matters, and it matters greatly. I have spent the last 35 years trading, researching, and constructing algorithms to identify and leverage the value across fundamental, technical, and behavioral finance models. Of the ten portfolio models designed for optimal portfolio mixes for members to beat the market at Value & Momentum Breakouts , eight come from enhancing well-tested anomaly research in published financial journals. All of the models continue to outperform the S&P 500 in live forward testing here on Seeking Alpha, and again this year. Dip-Buyers Ride Longest Negative Signal Since 2022 To Next Tactical Bottom As members of my investing community know well, there has been a rotation underway since last October. While the headlines now at the end of March blare sirens of the worst weekly losing streak since 2022, we have been writing and posting to signal readers for months. Next, I'm going to talk about "tactical bottoms" and I don't mean military pants in the online stores. Let me boil it down to the two most important Momentum Gauge signals from my doctoral finance research . If you are learning about this for the first time, I will keep it at the high level and include several recent articles for you to consider here from the past few months: Echoe...